Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Invesco Dow Jones Industrial Average Dividend ETF (DJD)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: DJD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 11.18% | Avg. Invested days 58 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.84 | 52 Weeks Range 45.77 - 54.08 | Updated Date 06/29/2025 |
52 Weeks Range 45.77 - 54.08 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco Dow Jones Industrial Average Dividend ETF
ETF Overview
Overview
The Invesco Dow Jones Industrial Average Dividend ETF (DJD) seeks to track the investment results of the Dow Jones Industrial Average Yield Weighted index, which is comprised of the 30 Dow Jones Industrial Average stocks with a focus on dividend yield.
Reputation and Reliability
Invesco is a well-established and reputable global investment management firm with a long track record in the ETF market.
Management Expertise
Invesco has extensive experience and expertise in managing a wide range of ETFs, including dividend-focused strategies.
Investment Objective
Goal
To track the investment results of the Dow Jones Industrial Average Yield Weighted index.
Investment Approach and Strategy
Strategy: Tracks the Dow Jones Industrial Average Yield Weighted index, which selects stocks from the DJIA based on dividend yield.
Composition Primarily holds dividend-paying stocks from the Dow Jones Industrial Average.
Market Position
Market Share: Information Not Available.
Total Net Assets (AUM): 355.82
Competitors
Key Competitors
- SCHD
- DVY
- VYM
- DGRO
Competitive Landscape
The dividend ETF market is competitive. DJD's advantage lies in its focus on the Dow Jones Industrial Average, providing exposure to large-cap, well-established companies. Disadvantages include its limited universe of 30 stocks and potential underperformance compared to broader dividend ETFs during periods of low DJIA performance.
Financial Performance
Historical Performance: Historical financial performance data needs to be sourced from financial databases, which includes past returns data.
Benchmark Comparison: The ETFu2019s performance can be compared to the Dow Jones Industrial Average Yield Weighted index.
Expense Ratio: 0.3
Liquidity
Average Trading Volume
The ETF's average daily trading volume is typically moderate. The average trading volume of DJD can be found on major financial websites.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting reasonable liquidity. The typical Bid-Ask Spread of DJD can be found on major financial websites.
Market Dynamics
Market Environment Factors
Economic factors, interest rate changes, dividend yields, and overall market sentiment can influence DJD's performance.
Growth Trajectory
Growth is dependent on the performance of the underlying DJIA stocks and their dividend payouts; changes in index composition can influence the ETF's holdings and strategy.
Moat and Competitive Advantages
Competitive Edge
DJD benefits from the well-known Dow Jones Industrial Average brand, providing a focused approach to dividend investing within a specific, established set of companies. Its yield-weighted methodology is a distinct investment strategy for the dividend space. Furthermore, it provides diversification through exposure to the largest U.S. dividend-paying companies. The fund's approach might attract investors seeking reliable dividend income from large-cap stocks.
Risk Analysis
Volatility
DJD's volatility is influenced by the volatility of its underlying DJIA stocks.
Market Risk
Risks include market fluctuations, sector-specific downturns affecting DJIA constituents, and changes in dividend policies of the underlying companies.
Investor Profile
Ideal Investor Profile
DJD is suited for investors seeking dividend income from established, large-cap companies within the Dow Jones Industrial Average.
Market Risk
Suitable for long-term investors, particularly those seeking dividend income or looking for a blend of income and capital appreciation.
Summary
The Invesco Dow Jones Industrial Average Dividend ETF (DJD) provides a targeted approach to dividend investing, focusing on the 30 companies within the Dow Jones Industrial Average. Its yield-weighted strategy aims to maximize dividend income from established large-cap stocks. The ETF is appropriate for investors seeking a blend of income and potential capital appreciation within the context of a well-known benchmark. However, its concentration on a limited number of stocks may lead to higher volatility than broad-market dividend ETFs. The ETF's performance is subject to the risks associated with its underlying holdings and dividend yield fluctuations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- Morningstar
- Bloomberg
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data may not be readily available for all funds. Performance data should be independently verified from official sources. All investments involve risk, including potential loss of principal.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco Dow Jones Industrial Average Dividend ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will generally invest at least 90% of its total assets in securities that comprise the underlying index. The underlying index is designed to track the dividend-paying equity securities of companies included in the Dow Jones Industrial Average", which is a price-weighted index of 30 U.S. companies that meet certain size, listing and liquidity requirements. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.